Insurance Customer Service Representative Trainee

Poms & Associates Insurance Brokers LLC • Logan, UT

1d • $17 - $19 • Onsite

About The Position

As a Customer Service Representative within the Commercial Lines Processing Support Team, you will be part of a group focused on delivering exceptional service. You will collaborate closely with team members to ensure accurate processing, timely follow-up,
and consistent, high-quality support. You’ll also support Account Managers in delivering a seamless client experience and helping retain commercial accounts

Requirements

• Strong relationship-building and a proactive, client-focused communication style.
• High attention to detail and accuracy in a fast-paced environment.
• Excellent organizational, multitasking, and time-management skills.
• Team-oriented, solutions-focused approach with strong problem-solving ability.
• Ability to work independently with accountability and minimal supervision.
• High school diploma or GED required; college degree preferred.
• Prior customer service experience preferred.
• Property & Casualty license preferred or willingness to obtain within 60 days of hire.
• Proficiency with Microsoft Office; experience with AMS systems is a plus.
• This is a full-time, in-office role. You must be able to work on-site in the Logan, Utah office 5 days per week.

Responsibilities

• Contribute proactively to team inbox work and daily task workflow.
• Ensure timely completion of all assigned items.
• Issue Certificates of Insurance and Evidence of Property forms promptly.
• Process driver and vehicle additions, deletions, changes, and Auto ID Cards.
• Review endorsements for accuracy and alignment with AMS requests.
• Process incoming carrier documents received via email, mail, and carrier portals.
• Download, upload, and process policies, quotes, and proposals for policy checking.
• Maintain and update insured information in the Agency Management System.
• Maintain professional relationships with team members, clients, and carriers.
• Adhere to agency procedures and Errors & Omissions guidelines.
• Perform additional duties and projects as assigned.

Benefits

• This role includes a comprehensive benefits package, licensing support, skill development opportunities, and a defined growth path within the commercial lines service team, ensuring overall competitiveness in the Utah market.
• Medical, dental, and vision insurance
• FSA (traditional & dependent care)
• Supplemental insurance options (STD, LTD, Life/AD&D, LTC)
• 401(k) with Safe Harbor employer contribution
• PTO, floating holidays, sick leave, and paid holidays
• Paid leave programs (jury duty, parental, volunteer, disability)
• Employee Assistance Program & discount programs
• Designation course reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees